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About the Institute

Stay Tuned for information about the 2014 Conference!

 

The 2013 Institute has passed but the wealth of information is available as a CLE homestudy. Click here for more information.


Why You Should Attend:

This program will present a comprehensive analysis of legal issues of concern to nonprofit organizations.  The program will benefit attorneys, key representatives of nonprofit organizations, including board members, executive directors, chief financial officers, accountants, and representatives of governmental agencies.

Program Highlights:

  • A Four-Subject Primer
  • 2013 Tax Law Update
  • Politics 2013: Shifting Sands-Politics & Non-Profits
  • Employment Law
  • Real Estate Law: An Overview for Tax Exempt Organizations
  • Digital Information Compliance for Non-Profits
  • Working with Volunteers
  • Ethical Obligations of Attorneys
  • Anatomy of Employee Embezzlement-Case Histories, District Attorney Involvement and Avoidance Techniques

As in recent years, this year’s Institute includes a Thursday morning primer designed to introduce practitioners to more general aspects of the laws governing the formation and operation of nonprofit organizations, obtaining and retaining tax-exempt status, the distinctions between public charities and private foundations, and operational issues for tax-exempt organizations.

The morning of Friday’s all-day Advanced Program will focus in depth on areas that are both timely and of long-standing interest-an annual update of recent federal and state tax law developments, working with volunteers, and the emerging issues of employment law that affect nonprofit organizations.

Friday afternoon’s program concentrates on real estate issues unique to nonprofits and key considerations when dealing with a real estate transaction; the principal sources of digital information¬†law affecting nonprofits, including compliance; politics in 2012 and easily overlooked pitfalls for 501(c)(3) organizations, ground rules when it comes to candidate-related activity and lobbying; ethical obligations of attorneys; and serving as nonprofit board members.

The Keynote Luncheon address will discuss how to deal with the district attorney when embezzlement has been discovered by the nonprofit entity.